Steven Jung is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Charles Schwab and its affiliated firms since 2011, including a prior role at Schwab Private Client Investment Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm’s approach is based on proprietary asset allocation models and internal research, offering guidance on a range of investment options while requiring client authorization for trades.

Jennifer Stauffer is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Merrill from 2015 to 2023 and Rockefeller Capital Management in 2023 prior to joining Rockefeller Financial LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and consolidated investment platform, and it operates as a registered broker-dealer providing placement and investment banking services.

Christopher D'espinosa is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity Investments. Outside of his advisory work, he is an independent contractor for DoorDash and works as a sports data scout, attending sporting events and providing statistical data. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Sourk is a CFP® certificant with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2025. Prior to joining Schwab, he spent 10 years with The Vanguard Group. Outside of financial services, he previously owned and managed a small courier business that also offered mobile notary and process services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach involves customized, point-in-time wealth management consultations guided by internal research and asset-allocation models, with trades executed only upon client authorization.

Steven Schlegel is a financial advisor at First Command Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Sagepoint Financial, Commonwealth Financial Network, Krueger Financial Services, and Hornor, Townsend & Kent. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Bridget Orr is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Guardian Life and Park Avenue Securities, where she has worked since 2022. Her prior experience includes roles at UBS Financial Services and Morgan Stanley. Outside of her advisory work, she is involved with MIS1ON LLC, a separate business venture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Isaac Boll is a CFP® with seven years of industry experience, currently serving as a wealth advisor at Carson Wealth in Gilbert, AZ. He has worked with several firms, including Cetera Wealth Services, The Vanguard Group, and Northwestern Mutual. In addition to his advisory roles, Boll tutors finance and exam preparation for the CFP, life insurance, and securities licensing. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach and providing tailored solutions such as custom indexing and alternative investments.

Janice Adams is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Principal Securities Inc, Principal Life Insurance Company, and OneAmerica Securities, among others. Outside of advising, she manages administrative operations for a radiology consulting business through her ownership of JS ADAMS LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Julia Cummings is a financial advisor with Beacon Pointe Advisors, LLC in Phoenix, AZ. She holds Series 63 and Series 65 credentials and has 11 years of industry experience. Her work history includes roles at Beacon Pointe Insurance Services, LLC, Beacon Pointe Wealth Advisors, LLC, and AdvicePeriod, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

John Nanni is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. since 2010. He has also been involved in motivational speaking through Rippleinc.com since 2003 and works as a life and health insurance broker. Additionally, he serves as a substitute teacher in the public school system and owns a home remodeling company. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical analysis as well as model and manager-based strategies.

Michael Rautiola is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Carson Wealth and has previously worked at firms including RLW Financial Advisors, Cetera Wealth Services, and Sammons Securities. Outside of advisory roles, he co-founded a fixed insurance business providing life, health, disability, annuities, and long-term care insurance solutions. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct and monitor model portfolios, integrating multiple custodial and technology platforms to support execution and reporting.

Thomas O'Brien is a financial advisor with TLG Advisors, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 65 designations and has 25 years of industry experience. His prior roles include positions at Kestra Investment Services, WealthPoint LLC, OneAmerica Securities, and Polaris Insurance Advisors LLC, where he is involved in business development and operations management. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Cierra Cureton is a CFP® professional with six years of industry experience currently with Schwab Wealth Advisory, Inc. in Phoenix, AZ. Her prior roles include positions at Fidelity Investments and The Vanguard Group. Outside of her advisory work, she is employed as a banquet server at Caesars Entertainment. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research to deliver tailored recommendations without discretionary trading authority.

Jared Weiss is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at The Vanguard Group, USAA, and Prudential, among others. Outside of finance, he has been involved with Desert Dogs Baseball and Pioneer Winter Wonderland. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s internal research tools and standard models, with client authorization required for all trades.

Paul Nacario is a financial advisor with Creative Planning holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Innovest Portfolio Solutions, LLC and ICMA Retirement Corporation. Paul is based in Scottsdale, AZ. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Janice Guinn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2022. She previously worked at Oppenheimer for 12 years and spent two years as a self-employed paraplanner. Guinn also operates Guinn Financial Planning LLC, an independent financial services practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and incorporates technology platforms alongside various investment strategies, often implementing advice through third-party managers and TAMPs.

Thomas Deichert is a CFP® with 42 years of industry experience, currently affiliated with Commonwealth Financial Network and operating Wealth Solutions By Design, PLLC. He has provided tax preparation services through his firm in addition to his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, and custody services.

Wade Gebers is a financial advisor with D.A. Davidson & Co. in Phoenix, AZ, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with D.A. Davidson & Co. since 2005. Outside of his advisory role, he is a member of NTL LLC, a holding company for vehicles. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and specialized wealth management for high-net-worth clients.

Karl Jacobsen is a ChFC® and Series 63 credentialed financial advisor with 37 years of industry experience. He has worked at SPC and SIGMA Financial Corporation since 2019 and previously spent nine years at Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Jacobsen serves as vice president of the Friends of Decorah Fish Hatchery, a nonprofit focused on fundraising for facility improvements, and is active in local community organizations including the Great Lights Masonic Lodge and the Decorah Lions Club. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability and providing both discretionary and nondiscretionary management options.